CHRS Knowledge Base

Approval Routing Setup

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Overview

This job aid shows campus administrators how to set up approval routing.

Background

A workflow sends absences and time off to a manager for approval. A campus administrator can choose which type of workflow routes approval requests for each type of absence.

  • Reports-to: Requests are routed according to the existing campus reports-to structure. If you use this option, no further setup is needed, as long as your reports-to structure is correct. Only one person can be set as approver. The manager must delegate another manager before going on vacation to ensure approval requests are handled. (For AM)
  • Dynamic group: Requests are routed to one or more approvers who belong to a dynamic group. If you use this option, you must set up the dynamic groups. A dynamic group can contain multiple approvers, but only one approver needs to approve. If a dynamic group has multiple members, delegation is unnecessary.(For TL)

Reference

To set up dynamic groups, see Securing Data: Authorize Data by Dynamic Group.

Set Up Absence Approval Routing

This procedure is a one-time setup for your campus.

 

Step 1: Navigate to CSU Approval Option.

  • Menu > Set Up HCM > CSU Product Related Setup > CSU Absence Management > CSU Approval Option
Navbar button

Step 2: Click a Plus button to add a row.

TLAM Approval Options

Step 3: Enter the following data:

  • Business Unit (Campus)
  • Transaction Name: Absence Management
  • Approval Type (Reports to)
TLAM Approval row. Selection shows MACMP: Absence Management: Reports To

Step 4: Click a Plus button to add another row.

Plus button

Step 5: Enter the following data:

  • Business Unit (Campus)
  • Transaction Name: Time and Labor
  • Approval Type (Dynamic Group)
Second row shows MACMP: Time and Labor: Reports to

Step 7: Click Save.

Save button

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